January 3, 2019Categories Blog NewsletterRecords and Their Expiration Dates“What records should I keep? How long should I keep them? How should I organize my files?” Advisors have been asked these questions time and time […]
January 3, 2019Categories BlogSix Easy Steps to Keep Your Plan Assets SafeCyber fraud is a growing concern globally. Individuals are typically very careful to keep their bank account and email authentication information safe, but they aren’t always […]
December 26, 2018Categories UncategorizedDecember Employee of the Month: Amy GlennPlease join us in congratulating Amy Glenn for being selected as December’s Employee of the Month. Amy has been with DFG for 3 years as a […]
December 21, 2018Categories UncategorizedReach Your Goals with the 2019 Budget BinderAs we look towards the New Year, use this fresh start as an opportunity to take control of your financial wellness. A “Budget Binder” is the […]
December 20, 2018Categories BlogFinancial New Year’s Resolutions You Can Set for 2019Financial New Year’s Resolutions You Can Implement for 2019 As 2018 comes to a close, it is time to reflect on your goals for the upcoming […]
December 7, 2018Categories Blog12 Tips for Holiday Home SafetyIt’s that time of year again! The stockings are hung and the halls are decked— but, is your home decorated with proper safety measures to ensure […]